Financial Goal Planning

The Importance of Financial Goal Planning

What is Financial Goal Planning with ILAFP?

When planning financial goals, often the first thing people think of are things in the future. For example, if you have children, money for college. For some, perhaps saving for a vacation home or for their retirement.

Integrated Life and Financial Planning prefers to think of financial goal planning differently. We prefer to think of financial goal planning as having the cash flow to support what you want to do, when you want to do it.

Does this include the items mentioned above, Yes, of course it does. The difference here is that we view that planning for your financial goals a continuum that starts today and does not end.

Planning for more than just what you want

ILAFP will help you plan for today, tomorrow and beyond. We will help guide you in setting realistic life goals, short term and long term. We assess your current resources and devise a solid financial plan of action.

And by setting short-term, mid-term and long-term financial goals our clients take an important step toward financial security. After all, if you don’t have any goals you can start saving for them.

Planning for your future also means planning for than just your home or your family. What happens after that. Will you have the funds to retire? Will you be able to spoil your grandchildren? After all, when your life ends, your resources will pass on to the next person or generation, right? And if you are a member of “the I want my last check to bounce club”… which is perfectly fine… we can plan for that as well!

With the right planning you can also avoid coming up short when you need money for unexpected bills. Not to mention when you want to retire. Many retirees find them getting stuck in a vicious cycle of credit card debt. They never have enough cash to get properly insured, leaving them vulnerable to some of life’s major risks. With just a little planning this can be avoided.

Our mission is to assist you in supporting the life you envision for yourself and those you care about. If you need help in clarifying that vision, we can work with you on that as well!

Located in Durham, NC, Integrated Life and Financial Planning is an independent financial services firm founded by Jerry Bergner, AAMS CMFC. As a Durham, NC-based Financial Planner, Jerry’s mission is to help you achieve the life YOU envision. His mission is to assist you in supporting the life you envision for yourself and those you care about. If you need help in clarifying that vision, he can work with you on that as well! Book a consultation meeting today.

"Securities offered through SCF Securities Inc., Member FINRA/SIPC. Investment advisory services offered through SCF Investment Advisors Inc.
155 E. Shaw Ave. Suite 102, Fresno, CA 93710 • Call (800) 955-2517 • Fax Call (559) 456- 6109. Neither SCF Securities Inc. nor SCF Investment Advisors Inc. are affiliated with Integrated Life and Financial Planning".
This website is for informational purposes only and should not be considered a solicitation by Integrated Life and Financial Planning to transact business in any jurisdiction in which it not excluded or exempted from the registration as an investment adviser or in which ILAFP has not complied with any registration or filing requirements.
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